Comprehensive Financial Planning’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Comprehensive Financial Planning’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.8K	Buy	215 +1	+0.5%	+$266	0.03%	168
2026 Q1	$50.6K	Buy	214 +1	+0.5%	+$248	0.04%	160
2025 Q4	$53.6K	Hold	213	–	–	0.04%	160
2025 Q3	$51.9K	Buy	213 +1	+0.5%	+$234	0.04%	162
2025 Q2	$47.7K	Hold	212	–	–	0.04%	155
2025 Q1	$42.7K	Buy	212 +1	+0.5%	+$213	0.04%	146
2024 Q4	$45K	Buy	+211	New	+$44.9K	0.04%	160

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Comprehensive Financial Planning's MGC Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.47% in Q2 2026, buying an estimated $266 and bringing the position to 215 shares worth $58.8K. The position accounts for 0.03% of the portfolio, ranked #168.

Comprehensive Financial Planning first reported a position in MGC in Q4 2024 and has held it in 7 quarters since. 531 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Comprehensive Financial Planning held 215 shares of Vanguard Morningstar Mega Cap ETF worth $58.8K as of Q2 2026.
Comprehensive Financial Planning bought 1 Vanguard Morningstar Mega Cap ETF share in Q2 2026, an estimated $266.
Vanguard Morningstar Mega Cap ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #168 holding.
Comprehensive Financial Planning first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2024 and has held it in 7 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.